Month: June 2023

David Royer, Financial Advisor, and Educator, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

David Royer discusses common IRA Tax Traps that can be avoided with the help of a trained professional to prevent costly and irreversible mistakes.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator/ Avoiding certain common IRA tax traps is essential to ensure retirement savings are preserved. Here are just some of the many mistakes that should be avoided: Not taking required minimum distributions (RMDs) – RMDs are mandatory withdrawals from traditional IRAs and must begin after age 73. Failing to withdraw the correct amount or not withdrawing…

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Chad Rogers, Senior Loan Advisor with The Colorado Mortgage Team, Interviewed on the Colorado Real Estate Leaders Podcast

Phil Faris

Chad Rogers discusses how simple interest mortgage loans can help to increase wealth.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-chad-rogers-senior-loan-advisor-with-the-colorado-mortgage-team/ Chad explained: “A simple interest mortgage loan can help increase cash flow and wealth by allowing a lower overall amount of money to be paid back in the long run. With a simple interest mortgage, your deposits go directly towards principal and interest is only c­­harged on the average daily loan balance.  This is the opposite of a traditional amortized loan where payments are fixed with…

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Rick Sechler, CFP Founder of USA Retirement Solutions, Interviewed on the Influential Entrepreneurs Podcast Discussing Medicare Supplement plans

Phil Faris

Rick Sechler discusses the differences between Medicare Advantage and Medicare Supplement plans.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-medicare-supplement-plans/ Medicare Advantage Plans, or Part C, are one way to receive Medicare benefits. These plans combine hospital, medical, and prescription drug coverage into one plan and provide additional services that Original Medicare may not cover, often including vision, hearing, and dental. Many Medicare Advantage plans include extra benefits such as over-the-counter health and wellness items and gym memberships. Medicare Supplement Plans (sometimes called Medigap) are designed to…

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Ft. Worth Financial Professional Guy McCord, MBA, Interviewed on the Influential Entrepreneurs Podcast Discussing Annuities

Phil Faris

Guy McCord discusses determining if an annuity is a good fit for your retirement plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities/ Regarding retirement planning, annuities can be a good option for many people. An annuity is a contract between someone and an insurance company where a person pays a lump sum or makes periodic payments in exchange for regular income payments during retirement. Annuities can provide a steady stream of income that can help people maintain their lifestyle during retirement and offer potential tax advantages.…

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Trio to Tackle 109-Mile Walk in Just Five Days to Raise Money for Lifeboats

Phil Faris

Three men are tackling a 109-mile walk across North Yorkshire in just five days to raise much-needed funds for the RNLI. Martin Sharp, his 21-year-old son Dominic Furness, and his friend Andy Arter are taking on the long-distance Cleveland Way walk, starting in Helmsley, on Saturday, June 17. The national route is usually completed in nine days, but the trio are planning to tackle it in five, finishing in Filey on Wednesday, June 21. The hike will go past a number of RNLI lifeboat stations, including Staithes & Runswick, Whitby,…

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D. Scott Kenik, Founder, and Principal of Wealth Concepts Group & Author of the No Stress Retirement Roadmap, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Scott Kenik discusses why the stock market is not a good investment for people nearing retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-author-of-the-no-stress-retirement-roadmap/ When investing for retirement, the stock market is not always a good option. The potential of high returns entices many people, but they fail to recognize the associated risks. For those in or nearing their retirement years, there are several reasons why relying on the stock market as an investment vehicle could be unwise: Firstly, market volatility can have drastically negative affects on…

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Agents Lounge Podcast Discusses Real Estate Industry with Andrew Alderete from EXP

Phil Faris

The Agents Lounge Podcast recently featured Andrew Alderete, a real estate agent from EXP, in their latest episode. The podcast, hosted by Nathan Gaylor and Francisco Bermudez Jr. from Airtegrity Comfort Solutions along with special guest, Alex DeLeon with Universal Recovery Consultants, focuses on providing insights and tips for real estate agents.

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D. Scott Kenik, Founder, and Principal of Wealth Concepts Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Fill-the-Gap Income Planning

Phil Faris

Scott Kenik discusses Fill-the-Gap income planning. Listen to the interview on the Business Innovators Radio Network:https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning/ Scott explained: “Fill-the-Gap income planning is a financial strategy that helps individuals, couples, and families bridge the gap between their current expenses and desired post-retirement income and fills the gap with guaranteed, lifetime income. This approach looks at all sources of retirement income (e.g., Social Security, pensions, investments) and any additional sources such as part-time work and home equity release programs. It uses strategic methods for increasing savings rates and using tax strategies to maximize…

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ASKCRAIGTEE, Inc. Introduces techKNOWLEDGE™: A Virtual Group Coaching Program Equipping Business Owners with Essential Technology Skills

Phil Faris

ASKCRAIGTEE, Inc. is the leading provider of education and business services, delivered through our four interconnected divisions – Education, Coaching, Business Services, and Events. Our innovative approach to education and coaching is designed to help business owners achieve success by providing them with the skills, knowledge, and resources they need to grow their businesses.

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